How to Create Custom Permission Set in Salesforce

In Salesforce, we have an essential feature for managing user access, and that is the use of permission sets. While Salesforce provides standard permission sets, creating custom permission sets can be beneficial for modifying the permissions according to the requirements.

In this Salesforce tutorial, I will explain to you the process of creating Custom Permission Sets in Salesforce. We can create and set up the custom permission set in Salesforce Lightning and Salesforce Classic.

Permission Set in Salesforce

In Salesforce, a permission set is a collection of settings and permissions that give users access to various tools and functions. Depending on the salesforce edition, users can have multiple permission sets. We can assign permission sets to various types of users, regardless of their profiles.

Limitations of Permission Set in Salesforce

There are some limitations to the permission sets in Salesforce that we should be aware of so that we can use the permission sets more efficiently.

  • We can only use the permission sets to grant access, it can’t be used to revoke access.
  • In a cloned Permission set, we cannot change the user license.
  • In the Salesforce org. the limit to create Permission-set groups is 800 and limit to create Permission sets is 1000.
  • For file storage 10 GB space is allocated per org. If required 1 GB of additional storage is allocated.
  • If an organization has less than 10 users, then it receives a total of 1 GB of per-user file storage rather than a 100 MB per-user license.

Create a Custom Permission Set in Salesforce Lightning

To create a Custom Permission Set in Salesforce Lightning, log in to your Salesforce account and follow the below steps.

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1. Navigate to the Setup page of Salesforce Lighting and for that click on the Settings icon then in the dropdown select the option Setup.

Create custom permission set in Salesforce

2. On the Setup page of Salesforce Lighting, go to the Quick Find box and search, then select Permission Sets.

Salesforce Lighting Custom Permission Set

3. On the Setup page of Permission Sets click on the New button to create a custom permission set.

Salesforce Lightning Create Permission Set

4. In this step, go to the section Enter permission set information and enter the name for the new permission set in the Label field. In this example, I have entered the label as Opportunity Permission Set.

The API Name of the permission set will be auto-filled according to the entered Label, and you can also modify the API name.

Setup a custom Permission Set in Salesforce Lightning

5. To activate the permission set, activate the Session Activation Required check box.

6. Now, we will select the type of users who will use this permission set. We have 3 ways to assign users for this permission set.

  • Choose ‘–None–‘ if you plan to assign this permission set to multiple users with different user and permission set licenses.
  • Choose a specific user license if you want users with only one license type to use this permission set.
  • Choose a specific permission set license if you want this permission set license auto-assigned with the permission set.

In this example, I have selected the Salesforce User License, which means the user with the Salesforce user license can use and access this permission set.

Custom Permission Set in Salesforce Lightning

7. At last, click on the Save button.

Now, the Custom Permission set will be created, and from the setup of the Permission Set, we can assign and manage apps and assignments for this permission set.

Custom Permission Set for Opportunity in Salesforce

In this way, we create a custom permission set in Salesforce Lightning by following the above steps.

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Create a Custom Permission Set in Salesforce Classic

To create a Custom Permission Set in Salesforce Classic, switch to the Classic version then follow the below steps.

1. On the Home page of Salesforce Classic, click on the Setup tab.

2. In the Setup of Salesforce Classic, go to the Quick Find box in the left sidebar and search, then select Permission Sets under the heading Manage Users.

Create custom permission set in Salesforce Classic

3. In the Permission sets setup window, click on the New button to create a custom permission set.

Salesforce Classic Custom Permission Set

4. In the section Enter permission set information, enter a relevant name for the permission set in the Label field. In this example, I have entered the label field as Leads Permission Set.

The API Name of the permission set will be auto-filled as we click on it. The field will take the API name according to the entered Label, and we can also modify the auto-generated API name.

Setup a custom Permission Set in Salesforce Classic

5. In this step, activate the permission set session, and to do that, activate the Session Activation Required check box.

Activate the Permission Set in Salesforce Classic

6. Now, we will select the type of users who will use this permission set. There are the following options to assign users for the custom permission set.

  • Choose ‘–None–‘ if you plan to assign this permission set to multiple users with different user and permission set licenses.
  • Choose a specific user license if you want users with only one license type to use this permission set.
  • Choose a specific permission set license if you want this permission set license auto-assigned with the permission set.

In this example, I have selected the permission set license Sales User. Now, the users with a Sales User permission set license can use this Leads permission set.

Select License in Salesforce Classic Permission set

7. At last, click on the Save button.

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Now we can view the created permission set in the new window, and from here, we can also manage and edit assignments and properties of this permission set, like giving permissions to access objects and fields and settings such as tab availability and permissions to perform app-specific actions, such as “Manage Call Centers”.

Custom Permission Set for Leads in Salesforce

In this way, we can create a custom permission set in Salesforce Classic by following the above steps.

Conclusion

Creating custom permission sets in Salesforce allows us to manage user access, ensuring that each user has the appropriate level of permissions. By following the above steps, you can create a custom permission set according to the needs of your organization, enhancing user management and data security.

In the above examples, we have successfully created the custom permission set in Salesforce Lightning and Salesforce Classic, respectively. Along with this we also learned about permissions sets and the limitations of permission sets in Salesforce.

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